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3212 results found

  1. Raise the exporting capacity from Alma to Excel

    It's recently found that there is a limit of 100,000 records when exporting from Alma to Excel. Please consider raising the exporting capacity.

    Background information: please refer to Salesforce case # 944923, and this documentation in the knowledge centre:
    https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_(English)/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/The_Alma_User_Interface#Export_to_Excel

    Thank you!

    4 votes
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  2. Add Vendor Reference ID to search index

    At present, we search Vendor Reference ID with the searching criteria of All. However, All does not provide a exact search result for the target Vendor Reference ID but for all the expressions part. Please consider adding Vendor Reference ID to the normal or advanced search criteria for PO Lines.

    1 vote
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  3. Improvement in Borrowing request search

    When searching Borrowing Requests, we would like the ability to make keyword search and to be able to search for barcodes.

    This would enable staff to work more efficiently, since they would have the ability to search across indexes, and search specific requests with a barcode.

    32 votes
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  4. Add Scheduler Status to Import Profiles screen

    On the Import Profiles screen, listing all the import profiles, add a new column (next to the Status column) for Scheduler Status. The values would be Active or Inactive, as shown in the import profile. If an import profile has an Import Protocol of Upload File/s, the Scheduler Status should display as Inactive in this new column.

    2 votes
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  5. Converting Digitization request to RS request - The “Alternative address” should provide a requesters email address.

    When converting a digitization request to resource sharing borrowing request - The “Alternative address” should provide a requesters email address. This would make the process for resource sharing borrowing requests going directly into RapidILL work a lot smoother.

    1 vote
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  6. Converting Digitization request to RS request - The “Delivery Location” should be selected as “Alternative address”.

    When converting a digitization request to resource sharing borrowing request. The “Delivery Location” should be selected as “Alternative address”. So that the rapidILL proess can run automatically. Or at least Customers should be able to pick a default location for the address when a request is converted to a resource sharing borrowing request.

    2 votes
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  7. The ability to sort the "List of Items" by "Copy ID" or "Item Call Number"

    Adding "Copy ID" and "Item Call Number" to the "Sort routine" in the "List of Items would be very helpful for us. We catalog various types of equipment to loan out to students. The equipment has a Permanent Call Number which designates the type of equipment and where the equipment is from using a code. Each piece of equipment belonging to that bibliographic record has an item call number so being able to sort by item call number or copy ID would make our life easier. Thank you.

    49 votes
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  8. Advanced Search in new interface lacks functionality

    The new Alma interface's Advanced Search feature appears to lack fundamental functionality. I am not the systems person and, therefore, perhaps this can be done and I am not aware of how to do this. However, it seems one must now click on the Advanced Search every time one needs the Advanced Search (which is often). The old interface allowed one to choose Advanced Search and then it would remain on the screen so that one could use the same chosen Advanced Search option continually, adding and subtracting additional fields as needed. Also, the tiny icon for Advanced Search is…

    2 votes
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    2 comments  ·  Other  ·  Admin →
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  9. "Display in Discovery" from any screen in Alma

    Make the Display in Discovery action available in any screen/view of a record in Alma, not just in a repository search or in portfolio lists. There is often the need to see how a resource displays in Primo when working in an item, orders, and other areas of records.

    60 votes
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  10. Allow Users to lock preferred panel position for user details and summary panel

    Currently the location of the summary panel for record views and patron details alternates between the right side of the page and the top of the page depending on window size. (See the note on #6 of Changes to the User Interface: https://knowledge.exlibrisgroup.com/Alma/Product_Documentation/010Alma_Online_Help_%28English%29/010Getting_Started/050Alma_User_Interface_%E2%80%93_General_Information/045Usability_Improvements/Layout_Improvements )

    Sometimes even minimal changes to the window size causes this rotation. It would be nice if users could choose to lock the location of these panels to their preference, regardless of window size. This helps with consistency in documentation for manuals, as well as provides consistency in location if information when working on different computers.

    17 votes
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    0 comments  ·  Other  ·  Admin →
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  11. Block Deleted Records from Merge Records and Combine Inventory Process

    Currently, when a CSV file is loaded into the "Merge Records and Combine Inventory" process in Alma Resource Management, if the preferred bibliographic record is already deleted from the repository, the merged record attaches to a deleted bib, and is deleted, which is not ideal. We would like to have those merges bounce or error and not merge, or at least be noted in the results file when this occurs, so that staff may manually review or fix that error.

    11 votes
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  12. Alma - add a coverage field at electronic collection service level

    Right now the coverage of a portfolio is managed at portfolio level only. It would be very useful to have a chance to set up values for coverage also at service level, so that they are inherited by all the portfolios using that collection service.

    That would be useful when a) the portfolios share the same starting date in the license or b) when - as it happens now to us - for for a huge amount of portfolios we are still waiting from the publisher more detailed coverage information, but we know know for that we have at least…

    12 votes
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  13. Hide Renew option when Patron Mediated Renewal is Rejected (Borrowing Requests)

    We use Alma Resource Sharing and have Primo VE. We want to use the Patron Mediated Renewal workflow for Borrowing requests. This means that users will be able to request Renewal of their interlibrary loans via their My Library Account in Primo.

    Whilst testing the workflow we found that when users request a renewal and the partner library rejects the renewal, after notifying the patron via email, the Renew option reappears in My Library Account against the loan. This was confirmed by Ex Libris as expected behaviour in our SalesForce ticket #00827864.

    This is misleading when the user has already…

    9 votes
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  14. Option to add user details to Pick from Shelf & in export list

    For institutions that manage requests differently depending on User Group or other values in the user record, it would be useful to have this info displayed with the rest of the request data in a pick from shelf list. Alternatively it would be useful to have this data in the export list so that staff managing these requests have this additional data to hand.

    34 votes
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  15. lock fields in patron records

    A problem we have is that when Alma imports updated patron data from the University's Central Registry database -- via an integration profile -- it can overright values that should not be overwritten for certain groups of patrons.

    What we require is the ability to lock fields in patron accounts so that they cannot be overwritten.

    3 votes
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  16. Overhaul Print Periodical Receiving.

    We’re receiving fewer print periodicals than ever and yet the process for receiving and claiming print periodicals is more cumbersome and time-consuming than ever. Alma automatically generates a number of expected issues based on frequency with expected receipt dates even though this doesn’t reflect the reality of print periodical receiving where the receipt date may vary and issues are sometimes combined, which requires extra adjustments. If a subscription stops for some reason after expected issues have already been generated it’s necessary to remove the expected issues. Or, in the case of a publication delay, the dates for all expected issues…

    0 votes
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  17. Borrowing activity letter should exclude patrons with no loans

    When running a borrowing activity letter job, it will send an e-mail to patrons with no loans. Only fees. That is not neccessary. Would be nice to have a possibility to exclude those customers.

    13 votes
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  18. Do not automatically highlight search terms

    After completing a search in the persistent search box, the inputted text remains in that field. When clicking back into the persistent search box to edit this text, all of the text is automatically highlighted. This often results in accidentally deleting the entire search phrase when attempting to edit it slightly, or at the very least having to pay extra careful attention to click twice into the search box to un-highlight before editing. Removing auto-highlighting would streamline the process of editing searches and alleviate the frustration of many accidental deletions.

    24 votes
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    1 comment  ·  Other  ·  Admin →
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  19. Pull requested page number from digitisation requests etc in Analytics

    It would be useful to have the ability in Alma analytics to create a report which pulls through the details of the page numbers entered during the digitisation request process.

    The digitisation request form in Primo has fields for "Required Pages - From/To"
    The "Approval Requests List" in the Fulfillment are in Alma also shows the required pages.

    It would be useful to pull this information into the Requests Subject area in Analytics.

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
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  20. In Analytics E-inventory subject area "Cost Usage" runs once in a month We are working on this report and updating fields everyday, mainly t

    In Analytics E-inventory subject area "Cost Usage" runs once in a month
    We are working on this report and updating fields everyday, mainly to see usage data can you please schedule this job to run mor often (everyday)?

    1 vote
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    0 comments  ·  Analytics  ·  Admin →
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